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WealthTouch, Inc. (Industry: Finance)

3 employees

WealthTouch provides aggregated financial reporting services for the private wealth industry.

Basic info

Industry

software development

Sectors

Wealth Management
Finance
Software
Data Visualization
Client Portal
General Ledger Reporting
Enterprise Software
Reconciliation
Partnership Accounting
Multi-Asset Data Aggregation
Alternative Asset Tracking
Portfolio Performance & Analytics Reporting
Outsourced Bill Pay
Consolidated Investment Reporting

Date founded

2001

Funding rounds raised

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WealthTouch, Inc. (Industry: Finance) raised undisclosed on January 22, 2014

Investors: Allen & Company LLC.

FAQ